At Shalin Financial, we are deeply committed to helping our clients protect what matters most – their families, their health, and their financial security. Those we serve come to us with a variety of needs, objectives, and backgrounds. So our first priority is to understand your unique situation and get to know you personally. Next, we share our recommendations and solutions, all based on seasoned industry insight and designed to help achieve your goals.
Since we are an independent firm, we are able to offer the most competitive insurance, financial, and investment products across the marketplace. We can search far and wide for the solutions that will meet your individual needs and give you the greatest advantages – at the best rates we can find.
This extraordinary client support is possible through the collective expertise of our people, by far our greatest asset. Read more about our amazing team members below, and you’ll see the wealth of experience we have to offer you.
Why Work With us?
Life and Health insurance industry is not like the travel industry. There are no discounts when you go to the insurance company directly. The rates you pay with us is the same as if you went directly to the insurance company. But when you go direct to the company, you are not going to get unbiased advice based on your needs. You will get recommendations based on that insurance company’s product offerings.
Let’s face it! We all have one on one relation with your doctor, your dentist, your accountant and sometimes even a mechanic. Someone we know that knows us that we can rely on to give us reliable advice and service and doesn’t make us feel like a number. Wouldn’t it make sense to have the same quality relationship with your insurance broker and financial advisor?
Our Insurance and Financial Services Team
Rajesh Jyotishi, President and CEO
Rajesh Jyotishi joined the insurance and financial services industry in 1991 with New York Life. He soon realized, however, that in order to provide his clientele with the most competitive products on the market, he would have to represent more than one provider. Driven by this conviction, he started his own practice as a sole proprietor within two short years and then formed Shalin Financial Services the following year in 1994. The firm is named after his eldest son, and Shalin means “modest or humble.”
Rajesh’s fundamental objective for the firm is to provide clients with a competitive range of insurance and investment products so he can best meet their needs. Over the past two decades, Shalin Financial has grown to help thousands of individuals and businesses with insurance, investment services, and financial planning, all while staying firmly rooted in this foundational principle.
In addition to his role at Shalin Financial, Rajesh was also the founder and President/CEO of Khabar, a popular magazine for the Asian-Indian community of Georgia with a readership of about 97,000. “Khabar” means “news” in most of the many Indian dialects. The digital edition can be found at www.khabar.com. Rajesh also hosts the “Moneywise” section of Khabar, which has been widely received. Rajesh and Pari sold their shares of Khabar magazine to their existing business partners in 2013 and are no longer part of the management of the company.
Rajesh has been a constant learner his entire life. He has listened to over a 1000 audio books on all areas of life including, business, motivation, spirituality and of course financial services. He has also completed numerous professional designation courses in the industry such as Certified Estate Planner (CEP), Master Certified Estate Planner (MCEP), Certified Senior Advisor (CSA), Certified in Long Term Care (CLTC), and Life Underwriter’s Training Council (LUTC). In addition, he finished the Financial Planning program at Oglethorpe University. However, he does not currently hold any of the designations mentioned above for many personal reasons. Ask him why when you talk to him. While you’re at it, inquire as to why “Experience Makes the Difference” is our company tagline.
Another interesting fact about Rajesh is that he is also a musician and a singer/songwriter. He recently recorded his own CD with songs that he had written through the years. You can hear them on his music website at www.RJ-Music.com. The CD is also available on iTunes, Amazon, and all of the other online retailers.
Most recently, to commemorate his 25 years in the financial services, he wrote a book called “The Money Talk – Retirement & Estate Planning for Indian Americans. This is one of the first book on the subject that speaks to the Indian American mindset. Rajesh has ketp the e-book for The Money Talk for just 99 cents.
Rajesh Jyotishi is a Registered Representative and offers securities thru Dempsey, Lord, Smith, LLC. Member FINRA, SIPC. Advisory services thru Dempsey, Lord, Smith, Investment Advisory, LLC. He currently holds a Series 7 and Series 65 and is securities licensed in the states of GA, MI and SC. He is also insurance licensed in the states of GA, SC, TN, AL, FL and MI. You can view his broker history at http://brokercheck.finra.org/Individual/Summary/2204676
Pari, married to Rajesh since 1991, joined Shalin Financial in 2013 to assist him in serving their clients. Prior to that, she was helping him manage Khabar Magazine. Originally from Ahmedabad, India, Pari has a B.S. in economics and psychology and an M.S. in law. Pari also has a “Blackbelt in Shopping” given to her by Rajesh for the amazing bargains she can find.
Originally from Bombay, India, Kirit has resided in Atlanta for nearly four decades. A pioneer of the Indian Community, he is a founding member of IACA, ICRC, and Gujarati Samaj. Kirit holds both a bachelor’s and a master’s degree in engineering from Georgia Tech, and he enjoyed many successful years in the technical field. Now a Life and Health Insurance Agent, Kirit has been associated with Shalin Financial since 2004. He offers guidance and services to individuals and businesses in the areas of insurance and financial wellbeing.
Our Employee Benefits Team
Jennifer began her career in 1995 with Great-West Employee Benefits after graduating from the University of Georgia’s business college with a degree in risk management and insurance. In 2001, Jennifer moved to the broker side of the benefits industry, prompted by her desire to provide her clients with a larger array of creative benefit solutions. She joined The A.I. Group in 2003 to provide HR Professionals with additional resources that assist them in the administration of their benefit plans and continues to provide her clients with unique and innovative consulting, products, and services.
In addition to her work with The A.I. Group, in her spare time Jennifer enjoys watching her kids play sports, attending UGA football games, and going to concerts. She has worked with Rajesh on behalf of mutual clients for more than 19 years.
Erin works with the A. I. Group alongside Jennifer and assists our clients with their day-to-day employee benefits needs. Erin has operated in Employee Benefits for almost 30 years. She began her career as a medical claim examiner and moved to customer service in the 1980s. Erin has also worked on the carrier side for several years and joined the A. I. Group in 2004. She is an account executive for both group medical and 401(k) plans.
Dori has been working in employee benefits since 2003. After working in the Human Resources arena, Dori jointed The A.I. Group in 2009 allowing her broaden her experience in employee benefits and work with a wide variety of clients. Originally from the Washington, D.C. area, Dori is one of six children, enjoys reading, gardening and exercising.